VOO vs. VRGWX
Compare and contrast key facts about Vanguard S&P 500 ETF (VOO) and Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. VRGWX is managed by Vanguard. It was launched on Dec 6, 2010.
Performance
VOO vs. VRGWX - Performance Comparison
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VOO vs. VRGWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | -3.55% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | -8.99% | 18.32% | 33.25% | 42.65% | -29.18% | 32.42% | 38.38% | 36.30% | -1.59% | 30.11% |
Returns By Period
In the year-to-date period, VOO achieves a -3.55% return, which is significantly higher than VRGWX's -8.99% return. Over the past 10 years, VOO has underperformed VRGWX with an annualized return of 14.19%, while VRGWX has yielded a comparatively higher 17.19% annualized return.
VOO
- 1D
- 0.11%
- 1M
- -3.33%
- YTD
- -3.55%
- 6M
- -1.41%
- 1Y
- 17.60%
- 3Y*
- 18.47%
- 5Y*
- 11.96%
- 10Y*
- 14.19%
VRGWX
- 1D
- 0.88%
- 1M
- -4.03%
- YTD
- -8.99%
- 6M
- -8.59%
- 1Y
- 17.75%
- 3Y*
- 21.42%
- 5Y*
- 13.36%
- 10Y*
- 17.19%
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VOO vs. VRGWX - Expense Ratio Comparison
VOO has a 0.03% expense ratio, which is lower than VRGWX's 0.07% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
VOO vs. VRGWX — Risk / Return Rank
VOO
VRGWX
VOO vs. VRGWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 ETF (VOO) and Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| VOO | VRGWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.83 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.35 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.53 | 1.22 | +0.31 |
Martin ratioReturn relative to average drawdown | 7.13 | 4.15 | +2.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VOO | VRGWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.83 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.62 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.82 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.84 | -0.01 |
Correlation
The correlation between VOO and VRGWX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VOO vs. VRGWX - Dividend Comparison
VOO's dividend yield for the trailing twelve months is around 1.18%, more than VRGWX's 0.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.51% | 0.35% | 0.56% | 0.71% | 0.99% | 4.18% | 0.77% | 1.03% | 1.22% | 1.22% | 1.52% | 1.51% |
Drawdowns
VOO vs. VRGWX - Drawdown Comparison
The maximum VOO drawdown since its inception was -33.99%, roughly equal to the maximum VRGWX drawdown of -32.70%. Use the drawdown chart below to compare losses from any high point for VOO and VRGWX.
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Drawdown Indicators
| VOO | VRGWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.99% | -32.70% | -1.29% |
Max Drawdown (1Y)Largest decline over 1 year | -8.90% | -16.19% | +7.29% |
Max Drawdown (5Y)Largest decline over 5 years | -24.52% | -32.70% | +8.18% |
Max Drawdown (10Y)Largest decline over 10 years | -33.99% | -32.70% | -1.29% |
Current DrawdownCurrent decline from peak | -5.44% | -12.28% | +6.84% |
Average DrawdownAverage peak-to-trough decline | -3.72% | -4.90% | +1.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 4.77% | -2.20% |
Volatility
VOO vs. VRGWX - Volatility Comparison
The current volatility for Vanguard S&P 500 ETF (VOO) is 5.27%, while Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) has a volatility of 6.80%. This indicates that VOO experiences smaller price fluctuations and is considered to be less risky than VRGWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VOO | VRGWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 6.80% | -1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.46% | 12.41% | -2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.11% | 22.59% | -4.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.81% | 21.64% | -4.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.98% | 21.11% | -3.13% |